StockDriftsStockDriftsTop 50 Pioneer Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 20.64% | 1.63M | $73.6M | +10.23%(+151.28K) | $35.11(+42.33%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 15.53% | 1.42M | $55.4M | +7.64%(+100.80K) | $29.25(+39.75%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 13.02% | 2.00M | $46.4M | +10.23%(+185.54K) | $23.02(+0.30%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.32% | 358.4K | $29.7M | +7.12%(+23.83K) | $80.61(+2.36%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.5% | 633.5K | $26.7M | +6.20%(+37.00K) | $42.49(-0.57%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.29% | 662.7K | $22.4M | +8.31%(+50.87K) | $24.90(+56.15%) | 2026-03-31 | |
| SCHH | SCHWAB STRATEGIC TR | 4.92% | 815.7K | $17.5M | +14.95%(+106.07K) | $20.03(+16.38%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.22% | 161.5K | $11.5M | +7.58%(+11.38K) | $59.09(+31.62%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.69% | 153.7K | $9.6M | +6.73%(+9.69K) | $51.57(+30.18%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 1.78% | 21.2K | $6.3M | -2.41%(-523) | $208.65(+59.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.69% | +39.32% |
| Top 20 Holdings Unweighted | +12.93% | +44.03% |
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